PDDBULLISHFLIPPEDWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · BEARISH IN JULY → BULLISH IN JULY

PDD's valuation offers massive margin of safety

The thesis argued is that Pinduoduo (PDD Holdings) is absurdly undervalued relative to its growth, net cash position, and cash generation, pricing in regulatory and transparency risks.

We Study Billionaires - The Investors Podcast Network, with Temu

WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK CHANGED ITS VIEW

BEARISH FOR 0 DAYS, THEN THE TURN

THEN16 JUL · BEARISHThe speakers argued that Douyin's live-streaming and algorithmic discovery model is directly threatening PDD's core lower-tier city consumer base.NOW16 JUL · BULLISHThe thesis argued is that Pinduoduo (PDD Holdings) is absurdly undervalued relative to its growth, net cash position, and cash generation, pricing in regulatory and transparency risks.

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